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  5. AMP Investment Sol - AMP Listed Property Trusts - Managed fund profile

AMP Investment Sol - AMP Listed Property Trusts - Managed Fund (Closed)

Fund Objective
To provide medium- to high-returns over the long-term, while accepting high levels of volatility in returns. To outperform the S&P/ASX 200 Property Accumulation Index on a rolling 12 month basis. Suggested investment horizon is 4 to 5 years.
Fund Strategy
Invests in property (and property-related) securities listed on the Australian Stock Exchange. The Fund may invest up to 10% in cash and fixed interest securities. Up to 5% of the Fund may also be invested in property securities that are in the process of being listed.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.51% -2.98% -0.94% 5.69% 8.08% 12.05% 9.43% -%
Growth return 1.51% -4.61% -6.02% -3.22% 0.15% 4.52% 1.98% -%
Income return 0% 1.63% 5.08% 8.91% 7.93% 7.53% 7.45% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return 9.7% 16.75% 36.08% 36.58% 8.42% 11.44% -% 10.52%
As at 31 Oct 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Investment Sol - AMP Listed Property Trusts
Cash
2.37%
Property
97.63%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.66%
Property
94.19%
Australian Equities
3.78%
International Equities
0.35%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
AMP Investment Sol - AMP Listed Property Trusts
Closed
Australian Securities Administration Ltd
AMP0407AU
Equity Australia Real Estate
Not Rated
Investment Fund
9 Dec 1996
n/a
$0.69516 (as at 13 Oct 2010)
$0.69169 (as at 13 Oct 2010)
Finalised
Offer information
Type Description

FAQs about the AMP Investment Sol - AMP Listed Property Trusts

The objective of the AMP Investment Sol - AMP Listed Property Trusts managed fund is To provide medium- to high-returns over the long-term, while accepting high levels of volatility in returns. To outperform the S&P/ASX 200 Property Accumulation Index on a rolling 12 month basis. Suggested investment horizon is 4 to 5 years.

The strategy of the AMP Investment Sol - AMP Listed Property Trusts managed fund is Invests in property (and property-related) securities listed on the Australian Stock Exchange. The Fund may invest up to 10% in cash and fixed interest securities. Up to 5% of the Fund may also be invested in property securities that are in the process of being listed.

The APIR code of the AMP Investment Sol - AMP Listed Property Trusts managed fund is AMP0407AU.

AMP Investment Sol - AMP Listed Property Trusts’s total return last month was 1.51%. This was made up of a growth return of 1.51% and an income return of 0%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AMP Listed Property Trusts’s total return for the last three months was -2.98%. This was made up of a growth return of -4.61% and an income return of 1.63%%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AMP Listed Property Trusts’s one-year total return is 5.69%. This was made up of a growth return of -3.22% and an income return of 8.91%. These returns were calculated as at 31 Oct 2003.

AMP Investment Sol - AMP Listed Property Trusts’s one-year total return is 12.05%. This was made up of a growth return of 4.52% and an income return of 7.53%. These returns were calculated as at 31 Oct 2003.

The asset allocation of the AMP Investment Sol - AMP Listed Property Trusts managed fund is :

Cash
2.37%
Property
97.63%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AMP Investment Sol - AMP Listed Property Trusts managed fund is Australian Securities Administration Ltd.

The AMP Investment Sol - AMP Listed Property Trusts managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 31 Mar 2002, the size of the AMP Investment Sol - AMP Listed Property Trusts managed fund was $ million.

The AMP Investment Sol - AMP Listed Property Trusts managed fund has an inception date of 9 Dec 1996.

The current entry price of the AMP Investment Sol - AMP Listed Property Trusts managed fund is $0.69516 per unit and the current exit price is $0.69169 per unit (as at 13 Oct 2010).

The current exit price of the AMP Investment Sol - AMP Listed Property Trusts managed fund is $0.69169 per unit and the current entry price is $0.69516 per unit (as at 13 Oct 2010).

The minimum initial investment amount for the AMP Investment Sol - AMP Listed Property Trusts managed fund is $.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.